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Sugarloaf Wealth Management’s Altria Group MO Stock Holding History

Sugarloaf Wealth Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$178K Buy
3,412
+80
+2% +$4.26K 0.03% 180
2024
Q3 		$170K Sell
3,332
-500
-13% -$25.3K 0.03% 192
2024
Q2 		$175K Buy
3,832
+488
+15% +$21.6K 0.04% 162
2024
Q1 		$146K Sell
3,344
-390
-10% -$16.2K 0.03% 192
2023
Q4 		$151K Buy
3,734
+4
+0.1% +$165 0.04% 181
2023
Q3 		$157K Buy
3,730
+38
+1% +$1.68K 0.04% 158
2023
Q2 		$167K Buy
3,692
+4
+0.1% +$181 0.04% 156
2023
Q1 		$165K Sell
3,688
-105
-3% -$4.83K 0.04% 150
2022
Q4 		$173K Sell
3,793
-104
-3% -$4.71K 0.04% 141
2022
Q3 		$158K Buy
3,897
+44
+1% +$1.92K 0.04% 148
2022
Q2 		$161K Sell
3,853
-41
-1% -$2.12K 0.04% 146
2022
Q1 		$203K Buy
3,894
+37
+1% +$1.89K 0.05% 120
2021
Q4 		$183K Buy
3,857
+39
+1% +$1.79K 0.04% 135
2021
Q3 		$174K Sell
3,818
-814
-18% -$39.3K 0.05% 137
2021
Q2 		$197K Sell
4,632
-160
-3% -$7.86K 0.05% 127
2021
Q1 		$245 Buy
4,792
+61
+1% +$2.73K 0.07% 104
2020
Q4 		$194K Sell
4,731
-993
-17% -$39.9K 0.06% 118
2020
Q3 		$217K Sell
5,724
-59
-1% -$2.46K 0.08% 107
2020
Q2 		$227K Buy
5,783
+52
+0.9% +$2.03K 0.09% 98
2020
Q1 		$222K Sell
5,731
-1,089
-16% -$48.3K 0.1% 95
2019
Q4 		$340K Buy
+6,820
New +$322K 0.14% 93

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's MO Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Altria Group (MO) stake by 2.4% in Q4 2024, buying an estimated $4.26K and bringing the position to 3,412 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #180.

Sugarloaf Wealth Management first reported a position in MO in Q4 2019 and has held it in 21 quarters since. The position peaked at $340K in Q4 2019. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Sugarloaf Wealth Management held 3,412 shares of Altria Group worth $178K as of Q4 2024.
  • Sugarloaf Wealth Management bought 80 Altria Group shares in Q4 2024, an estimated $4.26K.
  • Altria Group made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #180 holding.
  • Sugarloaf Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Altria Group position peaked at $340K in Q4 2019.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.